+53.5%
INTC vs GEN
+16.1%
+37.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -1.9% |
| 7D | -4.0% | +1.0% | -5.0% | -3.7% |
| 30D | -44.5% | +29.1% | -73.6% | -41.5% |
| 3M | -40.4% | +2.9% | -43.3% | -39.5% |
| 6M | -53.5% | +33.6% | -87.1% | -52.8% |
| YTD | +57.5% | +12.0% | +45.5% | +39.3% |
| All | +53.5% | +16.1% | +37.4% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling